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Home > Institutional Investor > Websterrogers Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Websterrogers Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 271,214 $26,288,777 9.12%
2.
Vanguard Index Fds
 64,041 $26,285,374 9.12%
3.
American Centy Etf Tr
 300,822 $20,085,905 6.97%
4.
Dimensional Etf Trust
 544,770 $13,744,562 4.77%
5.
Dimensional Etf Trust
 396,566 $13,399,993 4.65%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)